Filed March 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,898 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,340 | $73,988+103.2% | $96,538+55.7% | $75,177+100.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.84% | 26.73%-12.9pp | 35.74%-21.9pp | 160.75%-146.9pp |
| Employer contribution / active EE | $5,604 | $2,930+91.2% | $3,740+49.8% | $2,671+109.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $241 | $5,220-95.4% | $6,737-96.4% | $5,651-95.7% |